Managing staff on file/ potential staff

Civica Scheduling is a great system for storing staff who you want to keep on file for potential work in the future as well as those staff who you already allocate work to.

If you want to store a staff member on file but don't want to allocate any work to them, you firstly need to ensure that the checkbox "Can be allocated" is unticked.

You do this by going to the staff member profile -> edit.

You can then decide what your process is in order to move someone from an enquiry to an active staff member.

We can create a range of custom fields to suit your situation - so if the default fields are not relevant for you, please get in touch and we can add as many fields as you require along with the associated reports.

For example, the default fields relevant to this are:

Staff status with drop down options:

Active Salaried, Active Zero Hours, On File, and Do Not Employ. 
Car Insurance Copy On File? with drop down options: Yes and No.
Driving Licence Copy On File? with drop down options: Yes and No.
DBS Check date with a date field as a response..

We could design a report for you that shows you all staff with status set to "On File" and the car insurance is set to No so you can make sure you follow up all the potential staff where you need to check their car insurance, or a report that shows you all shows you all staff with status set to "On File" along with all other relevant fields so you can quickly oversee what elements you need to complete for these staff.

You've also got the option to just go to Staff -> View All Staff.  Here you can immediately see:

• Staff name
• Mobile number
• Group
• Role
• Whether they are an allocatable staff member
• Sort order (just in case you use it)